Household Budget & Business Budget Tracking
 Finally! A simple software tool for money management, budgeting, expense tracking, and debt reduction. Take control of your personal finances with this simple PC software and save hours of frustration. Create a credit card debt reduction plan and save $1000s in interest and pay off your debts years sooner.
  Home  |  Order Now  |  Software Tour  |  Personal Finance Resources  | 



Quickly track your income and expenses and household or business budget...


This section of the Simple Money Solution software help you quickly and easily track your income and expeses and measure your results against your household, personal or business budget.

The secret to keeping your finances on track is knowning what you are bringing in (income) and what you are spending (expenses).  But so many personal finance and budgeting software programs are too complex to set up and use.

Simple Money Solution has eliminated those problems by making our software extremely easy to use.  SIMPLE means FAST and EASY!

Use the Cash Management section of the software to:
  • Track your income and expenses - for multiple entities (home, business, club, etc.)
  • Track debts paid and balances owed
  • Track income and expenses by category and print reports on selected categories
  • Enter monthly budget amounts for each income/expense category for comparison with actual income/expenses
  • Print reports for any date range for any specific income/expense category or "payee"
  • Track and print reports for expenses by "source of funds" (bank account, credit card, cash, etc.)
  • Group income/expenses categories by "type" for summary and consolidated reports
  • Print detailed or summary reports of income/expenses by any date range including budget information
  • Print a 6 month income/expense side-by-side comparison report
  • Print lists of income/expense categories
  • Print lists of debt balances and payoff estimates
All this by spending just a few minutes a week entering your income and expense information!

Plus:
  • Auto-fill boxes remember who you paid (you don't have to type in the whole name), what it was for and the income/expense category - saves hours of time entering data
  • Income/expense notes help you remember what the income/expense was for
  • You can track expenses from your bank account by check number for easy reconcilliations
  • A "Copy" button helps you quickly copy a similar income/expense entry
  • You can pick income/expenses categories from our extensive list of suggestions
  • You can "Merge" income/expense accounts for simplification or consolidation
  • and MORE!

You begin by setting up your income/expense accounts and budget amounts.  If you have entered your Income and Expenses for the Financial Check Up report you can quickly "import" them as your income/expense categories and your budget amounts:



This is the main "Menu" window for the Cash Management portion of the software:



On the left are buttons for the most common actions, Enter Expenses, Enter Income and Print Reports.  On the right are buttons for Setup.

Also at the top is a "drop-down" list box that shows the different "entities" you are tracking income and expenses for.  Remember you can track income and expenses for multiple entities like your household budget, business expenses, club or organization expenses and more.  You can track expenses for a virtually unlimimted number of entities.

To switch between For Who entities, just click on the arrow button on the right of the box and the "drop-down" list will open.  Click on or arrow down/up to the one you want to work with to select it.

You will notice that the title of the main program window (way up at the top) changes to show which "For Who" entity you have selected and are working with.  Reports in the reports window will also be limited to that "For Who" entity.


To create a new "For Who" entitiy, select the Expenses For Who button under the Setup section:


You will probably see the two sample entities ("Garden Helpers, Inc" and "John & Lisa Philgood") plus one with your name that was created when/if you "imported" your income and expense numbers from the Financial Check Up area ("Welcome" window above.)

If not, you can create a new entity by selecting the New button and entering a name for the entity.  You can also use this window to Delete and entity (and all it's income/expense entries - BE CAREFUL), change an entity's name and mark the entity as not Active (uncheck the box). Inactive entities will not show up in the "Menu" window's "drop-down" list box to be selected.


Next:  Income & Expense Categories - How to create and manage.


Review other areas of the software:

Simple Money Software for personal finance.

Support and Help  |  FAX: 801-794-3608  |  Email:

Copyright © 2008 Berky Information Teknologies, Inc.  All Rights Reserved


Household Budget & Business Budget Tracking
budgeting software, money management software, credit card debt reduction software
Finally! A simple software tool for money management, budgeting, expense tracking, and debt reduction. Take control of your personal finances with this simple PC software and save hours of frustration. Create a credit card debt reduction plan and save $1000s in interest and pay off your debts years sooner.